Nonprofit · EIN 45-5526716
LUCY T DAVIS ELEMENTARY PTO
Tax-exempt · FLORENCE, SC 29501
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $49,372 | $60,832 | -$11,460 | $13,518 | $0 | $13,518 |
| June 30, 2024 | 990-EZ | $53,742 | $47,150 | $6,592 | $24,978 | $0 | $24,978 |
| June 30, 2023 | 990-EZ | $45,120 | $44,665 | $455 | $18,386 | $0 | $18,386 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Membership dues
- $2,162
- Program service revenue
- $6,275
- Net income from fundraising events
- $35,612
- Net income from sales of inventory
- $5,323
Expenses
- Grants and similar amounts paid
- $11,976
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $350
- Printing, publications and postage
- $1,237
- Other expenses
- $47,269
- Program services (functional)
- $30,157
Balance sheet and other
- Total assets, start of year
- $24,978
- Total assets, end of year
- $13,518
- Total liabilities, end of year
- $0
- Net assets, end of year
- $13,518
- Cash, savings and investments
- $13,518
- Gross receipts
- $105,420
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SONYA GRAVES | PRINCIPAL | 2 | $0 |
| JESSICA ATKINSON | PRESIDENT | 2 | $0 |
| TIFFANY THOMAS | VICE PRESIDENT | 3 | $0 |
| MEAGAN BENNETT | SECRETARY | 2 | $0 |
| MERRELL KENNEDY | TREASURER | 2 | $0 |
| PAIGE TRAFZER | STUDENT ACTIVITIES DIRECTOR | 2 | $0 |
| DEVON GRIER | FUNDRAISING DIRECTOR | 2 | $0 |
990-EZ for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SONYA GRAVES | PRINCIPAL | 2 | $0 |
| JESSICA ATKINSON | PRESIDENT | 2 | $0 |
| TIFFANY THOMAS | VICE PRESIDENT | 3 | $0 |
| MEAGAN BENNETT | SECRETARY | 2 | $0 |
| MERRELL KENNEDY | TREASURER | 2 | $0 |
| PAIGE TRAFZER | STUDENT ACTIVITIES DIRECTOR | 2 | $0 |
| DEVON GRIER | FUNDRAISING DIRECTOR | 2 | $0 |
990-EZ for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SONYA GRAVES | PRINCIPAL | 2 | $0 |
| JESSICA ATKINSON | PRESIDENT | 2 | $0 |
| PAIGE TRAFZER | VICE PRESIDENT | 3 | $0 |
| CAREN OATES | SECRETARY | 2 | $0 |
| MERRELL KENNEDY | TREASURER | 2 | $0 |
| REBECCA KANTOR | STUDENT ACTIVITIES DIRECTOR | 2 | $0 |
| DEVON GRIER | FUNDRAISING DIRECTOR | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 201 WESTFIELD DR, FLORENCE, SC 29501-7594
- In care of
- % SONYA GRAVES
- Mailing address (990-N for 2014)
- 201 Westfield Drive, Florence SC 29501
- Principal officer (990-N for 2014)
- Rebekah Gardner, 509 Parliament Cr, Florence SC 29501
- Signed the 990-EZ
- SONYA GRAVES, PRINCIPAL
- Return prepared by
- Kimberly Evans Accounting Services
Mission
TO SUPPORT ACTIVITIES OF THE SCHOOL
Program accomplishments
- TEACHER GOALS-TEACHERS SUBMIT GOALS WITH ITEMS NEEDED TO IMPROVE CLASSROOM LEARNING, PTO BOARD APPROVES AND FUNDS AS NEEDED.Expenses $13,756
- TEACHER APPRECIATION EVENTS- EVENTS TO SUPPORT TEACHER APPRECIATION INCLUDING HOLIDAYS, TEACHER APPRECIATION WEEK AND END OF YEAR.Expenses $8,271
- STUDENT/PARENT ACTIVITIES-EVENTS HELD TO SUPPORT STUDENT & FAMILY ENGAGEMENT INCLUDING FATHER/DAUGHTER DANCE, MOTHER/SON DANCE,GRANDPARENTSBREAKFASTExpenses $8,130
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 45-5526716
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2014
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B94)
- Assets (IRS master file)
- $13,518
- Income (IRS master file)
- $105,420
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $49,372 | $60,832 | $13,518 | IRS |
| 990-EZ | June 2024 | $53,742 | $47,150 | $24,978 | IRS |
| 990-EZ | June 2023 | $45,120 | $44,665 | $18,386 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-N for 2014 Officer: Rebekah Gardner | June 30, 2015 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 45-5526716).
Questions about LUCY T DAVIS ELEMENTARY PTO
- What is the EIN of LUCY T DAVIS ELEMENTARY PTO?
- The employer identification number (EIN) of LUCY T DAVIS ELEMENTARY PTO is 45-5526716.
- Is LUCY T DAVIS ELEMENTARY PTO tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to LUCY T DAVIS ELEMENTARY PTO tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LUCY T DAVIS ELEMENTARY PTO file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LUCY T DAVIS ELEMENTARY PTO due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LUCY T DAVIS ELEMENTARY PTO last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who is the principal officer of LUCY T DAVIS ELEMENTARY PTO?
- The 990-N for 2014 names Rebekah Gardner.
- Who are the officers and directors of LUCY T DAVIS ELEMENTARY PTO?
- The 990-EZ for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does LUCY T DAVIS ELEMENTARY PTO have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $49,372, expenses of $60,832 and total assets of $13,518 at year end.
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